CWM, LLC
AUM: $26,774.39M
Total Employees: 1,111
Teams: 42
Established: 01/03/2011
- Has 58.12% of their assets with High-net-worth individuals
- Works with high-net-worth individuals
- Offers: 529 Plans
- Advisory clients increased from 36,140 to 40,330
- Total AUM increased 34.25% ($19,943,561,186 to $26,774,389,503)
- Number of employees increased from 990 to 1,111
CreativeOne Wealth, LLC
AUM: $3,430.27M
Total Employees: 201
Teams: 48
Established: 09/25/2015
- Has 59.27% of their assets with Individuals
- Works with high-net-worth individuals
- Offers: 529 Plans
- Advisory clients increased from 13,751 to 14,604
- Number of employees increased from 169 to 201
- Total AUM increased 19.13% ($2,879,545,390 to $3,430,274,685)
SGROI Wealth Advisory Group LLC
AUM: $939.01M
Total Employees: 25 Total Employees
Established: 11/27/2017
- Has 81.67% of their assets with Individuals
- Works with high-net-worth individuals
- Offers: Asset Management, Estate Planning, and Financial Planning
- Advisory clients increased from 3,749 to 5,256
- Number of employees increased from 22 to 25
- Total AUM increased 35.76% ($691,647,886 to $939,008,192)
For a complete list of RIAs using Altruist, reach out at advizorpro.com
Author:
Cole Cummings
Growth Marketing Manager